SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice

Confused about small business taxes? Not sure if you’re doing it right—or if you’re missing out on legal tax deductions and savings? You’re not alone. This podcast delivers real CPA advice for small business owners who want practical tax strategies, smarter money decisions, and confidence with business finances. Whether you’re worried about the IRS, unsure how to handle tax planning, or need help understanding your numbers—this show is your guide. I’m Tiffany Phillips—CPA, tax advisor, and small business finance expert with 20+ years of experience helping entrepreneurs save thousands in taxes every year. I make accounting and finance simple, and I specialize in helping women entrepreneurs and husband-wife business owners stop overpaying and start building real wealth. Each episode breaks down business tax tips, tax savings strategies, and financial systems that actually work. If you’re ready to understand your tax strategy, feel confident in your financial decisions, and finally take control of your business finances—you’re in the right place. Next Steps: ☎️ Discover How Much You’re Overpaying the IRS: https://phillipsbusinessgroup.com/ 📧 Contact Me --＞ hello@phillipsbusinessgroup.com

SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice is a business podcast hosted by Unknown Host, with 422 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice, a business show with 422 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #105

  422 \\ Cash Flow Mistake Cost Carrie $68K Before Year-End

  Aug 21, 202613 min

  The money in your business bank account is not always yours to spend. In this episode, Tiffany shares how one business owner confused cash with profit—and nearly ran out of money after taking large owner draws. A hidden $68,500 tax bill and penalty left her business with a dangerously small cash cushion. You’ll learn the three numbers every owner should track: total cash, committed cash, and truly available cash. Tiffany also explains how to build a tax reserve, update estimated tax payments, and review smart year-end moves. These practical tax planning and cash flow lessons can help you make better money decisions and protect your business finance. Before you transfer another dollar, listen to this episode. Your bank balance may be telling the wrong story. Next Steps: Start Paying Less in Taxes – Grab a Copy of Your Biggest Expense! ➡️ https://tiffanyphillips.samcart.com/products/your-biggest-expense-bundle ☎️ Find Out How Much You’re Overpaying the IRS – Book a Free Discovery Call ➡️ https://calendar.phillipsbusinessgroup.com/tax Questions? Email Me at hello@phillipsbusinessgroup.com ✅ Like and Rate us for more practical tax saving tips... Keep More! if you want me to keep walking you through this kind of year end strategy, comment RESERVE and I’ll get you some more information.

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  Episode #104

  421 \\ John Passed $500K in Rentals to His Kids and Paid $0 in Taxes

  Aug 19, 202615 min

  Should you sell your rental property or leave it to your children? The answer could change your family’s tax bill by six figures. Tiffany explains how a stepped-up basis may reduce capital gains taxes when a property is inherited. You’ll learn why gifting property too soon—or adding a child to the deed—can create an unexpected tax problem. She also explains how a properly funded revocable living trust may help a property avoid probate while protecting important tax benefits. This episode breaks down the difference between equity and tax basis, why a date-of-death appraisal matters, and how to compare selling now with holding for your heirs. These tax strategies, tax planning, wealth planning, and major money decisions can shape what your family keeps. Listen before you sell, gift, or change a property deed. Next Steps: Start Paying Less in Taxes – Grab a Copy of Your Biggest Expense! ➡️ https://tiffanyphillips.samcart.com/products/your-biggest-expense-bundle ☎️ Find Out How Much You’re Overpaying the IRS – Book a Free Discovery Call ➡️ https://calendar.phillipsbusinessgroup.com/tax Questions? Email Me at hello@phillipsbusinessgroup.com ✅ Like and Rate us for more practical tax saving tips... Keep More! If you want how inherited rental property may qualify for a reduced family’s future capital gains tax, send me the comment "BUILD", and I’ll get you some more information.

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  Episode #103

  420 \\ The $2M Asset Protection Plan Every Business Owner Needs

  Aug 17, 202612 min

  One lawsuit could put more of your rental portfolio at risk than you think. An LLC alone may not be enough. In this episode, Tiffany explains the four layers of real estate asset protection: insurance, separate entities, privacy, and advanced legal planning. You’ll learn the difference between a claim tied to a property and one that follows you personally. Tiffany also shares how better coverage and separate entities helped protect a client’s six-property portfolio. These smart strategies can support your wealth planning, but every state has different rules. Your attorney, insurance advisor, lender, and tax professional must work together. Before another claim puts your properties at risk, listen and find the gaps in your plan. Next Steps: Start Paying Less in Taxes – Grab a Copy of Your Biggest Expense! ➡️ https://tiffanyphillips.samcart.com/products/your-biggest-expense-bundle ☎️ Find Out How Much You’re Overpaying the IRS – Book a Free Discovery Call ➡️ https://calendar.phillipsbusinessgroup.com/tax Questions? Email Me at hello@phillipsbusinessgroup.com ✅ Like and Rate us for more practical tax saving tips... Keep More! If you want more education on how these layers work together, send me the comment "protect", and I’ll get you some more information.

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  Episode #102

  419 \\ Real Estate Professional Status Explained: One Election Worth $50K+

  Aug 14, 202615 min

  Your rental properties may show big losses on paper, but that does not mean you can use those losses to lower your tax bill. The passive activity rules can keep them trapped for years. In this episode, Tiffany explains how Real Estate Professional Status works and why reaching 750 hours is not enough. You’ll learn the two tests you must pass, how material participation works, and when grouping several properties may help. Tiffany also explains the special rules for married couples, real estate employees, and older suspended losses. These tax strategies could create major tax savings, but only when your hours, records, and tax planning support them. Listen now to learn whether this powerful tax strategy could work for you. Next Steps: Start Paying Less in Taxes – Grab a Copy of Your Biggest Expense! ➡️ https://tiffanyphillips.samcart.com/products/your-biggest-expense-bundle ☎️ Find Out How Much You’re Overpaying the IRS – Book a Free Discovery Call ➡️ https://calendar.phillipsbusinessgroup.com/tax Questions? Email Me at hello@phillipsbusinessgroup.com ✅ Like and Rate us for more practical tax saving tips... Keep More! Want a follow-up on exactly how to build a defensible hours log for this test? Comment “REPS”

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  Episode #100

  417 \\ How $270K in Stock Losses Cut One Business Owner’s Tax by $64K

  Aug 10, 202617 min

  One business owner used $270,000 in investment losses to reduce his federal tax by about $64,000 in the year he sold his company. But was it true tax savings—or simply a bill moved into the future? Tiffany explains how direct indexing and tax-loss harvesting can help offset capital gains while keeping a portfolio invested. You’ll learn how lower cost basis, added fees, investment risk, and the wash-sale rules can change the final result. Listen now and learn where the opportunity—and the hidden tax trap—may be. Start Paying Less in Taxes – Grab a Copy of Your Biggest Expense! ➡️ https://tiffanyphillips.samcart.com/products/your-biggest-expense-bundle ☎️ Find Out How Much You’re Overpaying the IRS – Book a Free Discovery Call ➡️ https://calendar.phillipsbusinessgroup.com/tax Questions? Email Me at hello@phillipsbusinessgroup.com ✅ Like and Subscribe for more practical tax saving tips... Keep More! It's not what you make, it's what you keep. Ready to keep more? Comment "HARVEST" for more info!

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